Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
E F WILDERMUTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)808 Ivy Trace
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Ballwin, MO63021
A Employer identification number

31-6050202
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,901,173J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 31,305
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 22 22  
4 Dividends and interest from securities... 93,075 93,075  
5a Gross rents............ 32,360 32,360  
b Net rental income or (loss) 13,486
6a Net gain or (loss) from sale of assets not on line 10 226,266
b Gross sales price for all assets on line 6a 1,163,913
7 Capital gain net income (from Part IV, line 2)... 226,266
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,500    
12 Total. Add lines 1 through 11........ 384,528 351,723  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,693 847    
c Other professional fees (attach schedule).... Click to see attachment 21,684 21,684    
17 Interest............... 83      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,471 9,353    
19 Depreciation (attach schedule) and depletion... Click to see attachment 2,258    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 27,621     27,621
22 Printing and publications.......... 814     814
23 Other expenses (attach schedule)....... Click to see attachment 9,286 7,176    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,910 39,060   28,435
25 Contributions, gifts, grants paid....... 152,992 152,992
26 Total expenses and disbursements. Add lines 24 and 25 231,902 39,060   181,427
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 152,626
b Net investment income (if negative, enter -0-) 312,663
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 169,273 144,359 144,359
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,713 2,747 2,747
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,503,635 Click to see attachment2,664,004 3,362,947
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet282,508
Less: accumulated depreciation (attach schedule) bullet198,173 86,593 Click to see attachment84,335 391,120
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,762,214 2,895,445 3,901,173
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) 40,404 Click to see attachment21,422
23 Total liabilities (add lines 17 through 22)......... 40,404 21,422
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 2,721,810 2,874,023
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,721,810 2,874,023
31 Total liabilities and net assets/fund balances (see instructions). 2,762,214 2,895,445
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,721,810
2
Enter amount from Part I, line 27a .....................
2
152,626
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,874,436
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
413
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,874,023
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Long Term Capital Gain Distribution P 2014-01-31 2015-12-31
b 285shs Mainstay Fds Tr Marketfield P 2014-05-29 2015-01-21
c 1600shs Mainstay Fds Tr Marketfield P 2014-06-06 2015-01-21
d 800shs-Dodge & Cox Intl Stock P 2014-06-06 2015-05-26
e 150shs Capital One Finl Corp P 2014-11-28 2015-10-27
125shs DisneyWalt Company P 2014-11-28 2015-11-09
5200shs Sentinel Total Return Bond P 2015-02-06 2015-11-19
6000shs William Blair Macro Alloc P 2015-08-04 2015-12-09
150shs Abbvie Inc P 2008-12-05 2015-01-23
5300shs TCW Fds Inc-Emerging Mkts P 2011-11-22 2015-02-06
1600shs Templeton Income Tr P 2013-01-31 2015-02-06
700shs Powershares Global ETF P 2011-11-25 2015-02-10
325shs Abbvie Inc P 2008-12-05 2015-02-11
225shs Apple Inc P 2012-11-08 2015-03-03
411shs Google Class C P 2008-12-05 2015-05-15
1700shs Dodge & Cox Intl Stock P 2014-03-18 2015-05-26
3670shs Pimco All Asset All Auth Fd P 2014-05-29 2015-06-15
150shs Celgene Corp P 2009-03-09 2015-07-30
150shs Celegene Corp P 2009-04-30 2015-07-30
4000shs Steelpath MLP Fds Tr Sel P 2013-02-22 2015-08-04
4700shs TCW Fds Inc-Emerging Mkts P 2011-11-22 2015-08-04
150shs Chevron P 2010-08-31 2015-08-06
200shs Chubb Corp P 2010-02-01 2015-08-06
250shs Danaher Corp P 2007-02-28 2015-08-06
50shs McKesson Corp P 2011-01-03 2015-08-06
14shs Royal Dutch Shell PLC P 2011-11-25 2015-08-06
150shs Wal-Mart Stores Inc P 2006-12-12 2015-08-06
3400shs Templeton Income Tr P 2013-01-31 2015-09-02
850shs Chubb Corp P 2010-02-01 2015-09-04
1350shs IShares Tr MSCI Emerging P 2009-03-09 2015-09-04
275shs Danaher Corp P 2007-02-28 2015-11-19
450shs Honeywell Intl inc P 2010-02-01 2015-11-19
50shs Nextera Energy Inc P 2010-01-06 2015-11-19
200shs Nextera Energy Inc P 2010-01-14 2015-11-19
400shs Nextera Energy Inc P 2010-02-01 2015-11-19
125shs Nextera Energy Inc P 2010-06-28 2015-11-19
986shs Royal Dutch Shell PLC P 2011-11-25 2015-11-19
3800shs Blackrock FDS II Strg Opp P 2013-01-31 2015-12-09
1900shs SPDR DJ Intl Real Estate P 2009-10-13 2015-11-24
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 761     761
b 4,523   5,036 -513
c 25,392   28,384 -2,992
d 36,744   37,144 -400
e 11,238   12,293 -1,055
13,970   11,303 2,667
53,924   55,796 -1,872
69,300   75,060 -5,760
9,480   4,037 5,443
42,241   43,831 -1,590
17,504   19,104 -1,600
20,167   18,984 1,183
18,513   8,747 9,766
28,675   18,755 9,920
219   56 163
78,081   72,522 5,559
33,324   38,058 -4,734
19,727   3,173 16,554
19,727   3,067 16,660
44,320   45,520 -1,200
36,566   38,869 -2,303
12,820   11,025 1,795
25,086   9,972 15,114
22,672   9,270 13,402
11,060   3,535 7,525
798   894 -96
10,816   6,981 3,835
33,864   40,596 -6,732
101,258   42,381 58,877
43,996   29,052 14,944
26,684   10,197 16,487
47,006   18,031 28,975
5,010   2,683 2,327
20,040   10,609 9,431
40,080   19,603 20,477
12,525   6,248 6,277
51,081   68,054 -16,973
37,658   38,646 -988
77,063   70,131 6,932
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 226,266
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -9,925
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 220,523 4,126,497 0.053441
2013 194,392 3,858,829 0.050376
2012 182,458 3,437,862 0.053073
2011 212,727 3,464,926 0.061394
2010 239,332 4,116,700 0.058137
2
Total of line 1, column (d) .....................
20.276421
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.055284
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,048,856
5
Multiply line 4 by line 3......................
5
223,837
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,127
7
Add lines 5 and 6........................
7
226,964
8
Enter qualifying distributions from Part XII, line 4.............
8
181,427
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,253
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,253
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,253
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,100
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,100
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,153
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletMATHEW PATTERSON Telephone no.bullet (314) 518-8387

    Located atbullet808 Ivy TraceBallwinMO ZIP+4bullet63021
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID T PATTERSON Trustee
    1.00     		0 0 0
    4205 Edgehill Drive
    Columbus,OH43220
    ROBERT W LEE ASSIST TREASURER
    1.00     		0 0 0
    1335 Dublin Rd - Suite 213-A
    Columbus,OH432157072
    KARL BORTON Trustee
    1.00     		0 0 0
    2409 N 550 E RD
    DE LAND,IL61839
    THOMAS BORTON TRUSTEE
    1.00     		0 0 0
    144 W 17TH ST
    GIBSON CITY,IL60936
    JONATHON SLAUGHTER TRUSTEE
    1.00     		0 0 0
    9448 HARBOUR POINTE DR
    Bloomington,IN47401
    CHRIS CAMPBELL Chairman
    1.00     		0 0 0
    2252 Marrell Hill Road
    Valparaiso,IN46385
    MATHEW PATTERSON Treasurer
    1.00     		0 0 0
    808 Ivy Trace
    Ballwin,MO63021
    ELIZABETH PATTERSON Secretary
    1.00     		0 0 0
    5204 Clark Drive
    Roeland Park,KS66205
    JOHN CAMPBELL President
    1.00     		0 0 0
    1660 N Prospect Ave Apt 1607
    MILWAUKEE,WI53202
    KATHLEEN GLUMAC TRUSTEE
    1.00     		0 0 0
    1634 ANDOVER RD
    COLUMBUS,OH43212
    Austin Borton Trustee
    0.00     		0 0 0
    144 W 17TH ST
    Gibson City,IL60936
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,511,771
    b
    Average of monthly cash balances.......................
    1b
    203,551
    c
    Fair market value of all other assets (see instructions)................
    1c
    395,192
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,110,514
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,110,514
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,658
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,048,856
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    202,443
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    202,443
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,253
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,253
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    196,190
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    196,190
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    196,190
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    181,427
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    181,427
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    181,427
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 196,190
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 36,414
    b From 2011...... 40,112
    c From 2012...... 12,501
    d From 2013...... 4,082
    e From 2014...... 25,947
    fTotal of lines 3a through e........ 119,056
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 181,427
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 181,427
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015. 14,763 14,763
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 104,293
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		21,651
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		82,642
    10 Analysis of line 9:
    a Excess from 2011.... 40,112
    b Excess from 2012.... 12,501
    c Excess from 2013.... 4,082
    d Excess from 2014.... 25,947
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Matthew Patterson TREAS
    808 Ivy Trace
    Ballwin,MO63021
    (314) 518-8387
    d.matthew.patterson@gmail.com
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM. REQUIRE PROOF OF TAX EXEMPT STATUS.
    cAny submission deadlines:
    JULY 1ST EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Ballet Metropolitan
    322 Mt Vernon Ave
    Columbus,OH43215     		None PC General Fund 10,000
    CASA
    150 E Mound St Suite 210
    Columbus,OH43215     		None PC General Fund 5,000
    Childrens Hospital
    700 Childrens Drive
    Columbus,OH43205     		None PC General Fund 5,000
    Community of the Holy Rosary
    648 South Ohio Ave
    Columbus,OH43205     		None PC General Fund 12,000
    Fairfield Heritage Association
    105 East Wheeling St
    Lancaster,OH43130     		None PC General Fund 1,000
    Indiana University
    800 Atwater Ave
    Bloomington,IN474053680     		None GOV Optometry College 15,000
    Illinois College of Optometry
    3241 So Michigan Ave
    Chicago,IL60616     		None GOV Optometry College 10,000
    Ohio State University Optometr
    2400 Olentangy River Road
    Columbus,OH43210     		None GOV Optometry College 25,000
    Prevent Blindness Ohio
    1500 West Third Ave
    Columbus,OH43212     		None PC Outreach Program 5,000
    Wildermuth Memorial Church
    3405 Carroll Easter Road
    Carroll,OH43112     		None PC General Fund 35,992
    Ohio University Foundation
    PO Box 869
    Athens,OH45701     		None PC General Fund 25,000
    Heart of Ohio RCD Sensory Tr
    557 Sunbury Road
    Delaware,OH43015     		None PC General Fund 1,500
    Ohioana Library
    274 E First Ave-Suitw 300
    Columbus,OH43201     		None PC General Fund 2,500
    Total .................................bullet 3a 152,992
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aContributions Rec     03 31,305  
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 22  
    4 Dividends and interest from securities....     14 93,075  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 226,266  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMeeting Reimb     		    03 1,500  
    bRental Investments     16 32,360  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   384,528  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13384,528
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    E F WILDERMUTH FOUNDATION
     
    Employer identification number

    31-6050202
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    E F WILDERMUTH FOUNDATION
          		Employer identification number
    31-6050202
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Chris Campbell  
    2252 Marrell Hill Road
     
    Valparaiso, IN46385

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    John Campbell  
    1660 N Prospect Avenue Apt 701
     
    Milwaukee, WI53202

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    E F WILDERMUTH FOUNDATION
          		Employer identification number

    31-6050202
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    E F WILDERMUTH FOUNDATION
          		Employer identification number

    31-6050202
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,693 847 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SHED 1974-01-01 7,401 7,401 SL 20 0 0 0  
    SHED ADDITION 1975-01-01 1,712 1,712 SL 20 0 0 0  
    CORN CRIB 1976-09-10 509 509 SL 15 0 0 0  
    GRAIN BIN & DRYER 1977-01-01 16,468 14,821 SL 15 0 0 0  
    DRAINAGE TILE 1991-06-01 8,131 8,131 SL 20 0 0 0  
    GRAIN BIN-ADJ 1991-06-01 9,657 9,658 SL 20 0 0 0  
    TILE INSTALLED 1992-06-01 2,243 2,243 SL 20 0 0 0  
    TILE WORK & DITCHING 1992-06-01 7,000 7,000 SL 20 0 0 0  
    TILE OUTLET & WATER LINE 1992-06-01 211 211 SL 20 0 0 0  
    CONCRETE & GRAVEL FOR BIN 1992-06-01 1,031 1,031 SL 15 0 0 0  
    BLOCK FOR GRAIN BIN 1992-06-01 338 338 SL 15 0 0 0  
    WIRING GRAIN BIN 1992-06-01 316 316 SL 15 0 0 0  
    BARN GARAGE DOOR 1996-01-01 602 570 SL 20 30 0 0  
    DITCHING FENCE ROWS 1997-08-15 3,748 3,259 SL 20 187 0 0  
    FILE TILE 1997-08-15 4,021 3,501 SL 20 201 0 0  
    FIELD TILE 1999-01-01 3,753 3,007 SL 20 188 0 0  
    FENCING & IMPROVEMENTS 2001-05-17 4,700 4,700 SL 10 0 0 0  
    FENCE 2001-12-19 2,950 2,950 SL 10 0 0 0  
    TENANT HOUSE & BARM 1969-09-30 10,000 10,000 SL 30 0 0 0  
    OIL FURNACE-TENANT HOUSE 1978-01-01 975 878 SL 15 0 0 0  
    TENANT HOUSE IMPROVEMENTS 1978-01-01 846 846 SL 10 0 0 0  
    INSULATION-TENANT HOUSE 1978-01-01 1,107 1,107 SL 10 0 0 0  
    TENANT HOUSE-FLOOR COVERINGS 1981-01-01 340 340 SL 10 0 0 0  
    TENANT HOUSE IMPROVEMENTS 1984-01-01 19,617 19,617 SL 15 0 0 0  
    FLOORS-TENANT HOUSE 1986-06-01 1,945 1,945 SL 10 0 0 0  
    TENANT HOUSE IMPROVEMENTS 1990-06-01 60,980 60,980 SL 15 0 0 0  
    TENANT HOUSE IMPROVEMENTS 1991-06-01 6,074 6,074 SL 15 0 0 0  
    MATERIAL AND WINDOWS TENANT HOUSE 1994-12-01 9,422 9,422 SL 20 0 0 0  
    WINDOWS-TENANT HOUSE 1994-12-01 4,785 4,785 SL 20 0 0 0  
    STORM DOOR-TENANT HOUSE 1996-01-01 202 190 SL 20 10 0 0  
    AC & WATER HEATER-TENANT HOUSE 1997-08-15 2,357 2,357 SL 10 0 0 0  
    ALUM PORCH COLUMNS-TENANT HOUSE 2000-08-22 735 391 M 27.5 27 0 0  
    AERATOR FOR SEPTIC TANK-TENANT HOUSE 2000-06-22 413 413 M 7 0 0 0  
    CEILING FANS-TENANT HOUSE 2000-06-22 153 153 M 7 0 0 0  
    LAND 1969-09-30 58,000 0 NDA   0 0 0  
    FIELD TILE 2009-04-03 3,269 897 SL 20 163 0 0  
    NEW ELECTRIC PANEL 2009-06-10 1,620 327 SL 27.5 59 0 0  
    CONCRETE STEPS -TENANT HOUSE 2009-06-22 1,914 388 SL 27.5 70 0 0  
    NEW ROOF-GARAGE AND PORCH 2010-09-10 4,137 644 SL 27.5 150 0 0  
    CARPET-DOWNSTAIRS 2011-09-06 1,856 651 SL 10 186 0 0  
    CARPET-UPSTAIRS 2011-10-19 1,354 473 SL 10 135 0 0  
    FURNACE 2011-08-19 2,400 560 SL 15 160 0 0  
    APPLIANCES-RANGE 2011-10-06 585 203 SL 10 58 0 0  
    APPLIANCES-REFRIG 2011-10-06 499 175 SL 10 50 0 0  
    New Downstair Bath 2012-07-20 1,719 155 M 27.5 63 0 0  
    Grain Bin 2013-12-22 10,414 586 SL 20 521 0 0  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,664,004 3,362,947

    TY 2015 InvestmentsLandSchedule2
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land BLDG AND IMPROVEMENTS 282,508 198,173 84,335 391,120

    TY 2015 OtherDecreasesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Description Amount
    Prior Period Adjustment 413


    TY 2015 OtherExpensesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance-D&O 1,939 0 0 0
    INSURANCE-FARM PROPERTY 3,507 3,507 0 0
    FARM MAINTENANCE 3,669 3,669 0 0
    Misc-Penalty 171 0 0 0


    TY 2015 OtherIncomeSchedule2
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Expense Reimb 1,500 0 0


    TY 2015 OtherLiabilitiesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Description Beginning of Year - Book Value End of Year - Book Value
    TENANT DEPOSIT PAYABLE 600 800
    RENTS PAYABLE 5,600 11,200
    FARM EXPENSES PAYABLE 14,503 3,669
    INVESTMENT FEES 1,976 0
    ACCRUED ACCOUNTING 6,113 800
    Accrued Ohio Fees 200 800
    Accrued Excise Tax 11,412 4,153


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 21,684 21,684 0 0


    TY 2015 TaxesSchedule
    Name:
    E F WILDERMUTH FOUNDATION
    EIN:
    31-6050202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES-FARM 8,785 8,785 0 0
    FOREIGN TAXES ON INVESTMENTS 568 568 0 0
    Excise Tax 6,118 0 0 0